"Excellent Service"

We were recommended Beals Mortgage & Financial Services. Mark Hurst was our mortgage advisor and we cannot recommend him enough, his knowledge, experience, skill and expertise within the financial world is outstanding. He made our first time getting a mortgage a breeze, I cannot fault the speed of the process and how quickly he responded to our questions. Mark took the time to sit down with us and go through the whole process with us and at the end of signing the contracts he took the time to explain everything. He answered every question we had and found the best mortgage to suit our needs. We would 100% recommend Mark Hurst and will continue to use his services.

"Excellent service received from Daniel…"

Excellent service received from Daniel Pyle (BEALS Wealth Management) today with my annual review and financial advise. Very knowledgeable and honest, trustworthy opinion regarding investments.

"Financial review"

Trevor was extremely thorough with all the questions I had regarding my finances,and gave me good and impartial advise.Looking forward to our next review.

"Amazing experience "

I used Mark Hurst at beals as my mortgage advisor for my move and what an excellent job he did. We had alot of problems along the way but he managed to over come them all with me. Worked at a brilliant speed and managed to get me an amazing deal. Kept me informed at every step and reassured and helped me when things were difficult, could t do enough to help and put me at ease with things I didn't understand. Would highly recommend using him at beals. Thank you for all your hard work

"Hit it off with Charles straight away"

Hit it off with Charles straight away, very knowledgeable young man indeed

"Finance Review "

Charles was very thorough and explained the volitivity of the current finance markets and explained my options, very happy with the service provided

"Clare in Portsmouth"

I have been working with Clare in the Portsmouth branch on securing a mortgage for my first home. Clare has been great to work with because she is incredibly knowledgeable but has the wonderful ability to break things down so they are easy to understand. When I needed a quick turn around on a mortgage application, she worked tirelessly to get it finished and submitted on time, making sure I was sending the correct information and offering solutions when I came up against problems with the application. She has a lovely personable manner which makes you feel like your question are important, no matter how small they may be. Through Clare's hard work and contacts, I was offered a good deal on my first mortgage and will certainly be working with Clare to renegotiate terms when the time comes and for all other financial information and advice. Thank you so much for all your help and support Clare.

"Dealt with beals for Numerous Years"

Dealt with beals for Numerous Years - always have received Trusted Advice on How to Manage My Money with a Qualified Financial Adviser - Very Friendly and respond to any queries immediately.

"James Black "

I had my annual meeting with James this morning. He updated me on my pension plan going forward which was extremely helpful especially in these difficult times. James explanation on all aspects of my pension were easy to understand and informative.

"Dan offers friendly ,easily…"

Dan offers friendly ,easily understandable and non biased support and advice. Since moving our portfolio across we have been comfortable and assured knowing we are being well looked after by the team. Nothing is ever to much trouble and the team are super good at communicating back. The yearly reviews dive deep into life goals also which is not always easy to manage ,but it all builds rapport and is easily relatable. Good job all at Beals.